Zimmermann Investment Management & Planning’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,107	Closed	-$250K	–	138
2024 Q3	$250K	Buy	1,107 +36	+3%	+$8.13K	0.08%	127
2024 Q2	$242K	Buy	1,071 +32	+3%	+$7.24K	0.08%	118
2024 Q1	$216K	Sell	1,039 -73	-7%	-$15.2K	0.08%	126
2023 Q4	$214K	Buy	+1,112	New	+$214K	0.09%	115